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CELSX: Calamos:130/30 Eq;A (MUTUAL FUND)
Basic Info
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/23/2008 |
Last Dividend Date: | 12/18/2008 |
12-Mo. Yield | - |
Expenses | - |
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Performance Analytics (As of 12/04/2009)
Not up-to-date? TryLast 1 Week* | 1 Yr | Since 06/23/2008 |
2009 | 2008 | |
---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 5.2 | -29.4 | 2.0 | -41.0 |
Sharpe Ratio | NA | 0.34 | -1.46 | 0.14 | -2.39 |
Draw Down(%) | NA | 15.1 | 49.9 | 15.1 | 43.5 |
Standard Deviation(%) | NA | 15.1 | 20.3 | 14.9 | 26.7 |
Treynor Ratio | NA | 0.12 | -0.71 | 0.05 | -1.59 |
Alpha | NA | -0.04 | -0.14 | -0.04 | -0.3 |
Beta | NA | 0.44 | 0.42 | 0.44 | 0.4 |
RSquared | NA | 0.69 | 0.65 | 0.68 | 0.64 |
Yield(%) | N/A | 0.3 | N/A | 0.0 | 0.2 |
Dividend Growth(%) | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/23/2008
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